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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,149,313 | $138,385+2175.8% | $184,243+1609.3% | $80,925+3791.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -12.51% | 20.02%-32.5pp | 28.82%-41.3pp | 35.65%-48.2pp |
| Employer contribution / active EE | $30,740 | $4,851+533.7% | $6,427+378.3% | $2,756+1015.3% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $155,821 | $10,489+1385.6% | $13,914+1019.9% | $6,940+2145.2% |